Experience

Woodward Management Partners

• United States
• Real Estate
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2023 - Present



The Life Property Management

• Greater Atlanta Area

• VP, Accounting & Finance

  • Dec 2017 - Feb 2023

  • Maintain general ledger and financial for all TLPM ownership entities • Coordinate and manage the month-end closing and financial reporting process • Perform financial reviews and resolution of issues/discrepancies • Audit and record all payroll, benefits, FSA/HSA insurance, fund 401k • Responsible for creating annual internal audits of properties and implementation follow up • Prepare and submit monthly loan/investor compliance reporting for properties where… Show more • Maintain general ledger and financial for all TLPM ownership entities • Coordinate and manage the month-end closing and financial reporting process • Perform financial reviews and resolution of issues/discrepancies • Audit and record all payroll, benefits, FSA/HSA insurance, fund 401k • Responsible for creating annual internal audits of properties and implementation follow up • Prepare and submit monthly loan/investor compliance reporting for properties where applicable • Responsible for all aspects of the accounting system in Yardi including mapping financials statements and chart of account maintenance and coding • Record and maintain Investor funding through Holdco, JV and property level for new assets acquired • Prepare work papers for acquired assets including calculating pro rations and preparing initial acquisition journal entries • Responsible for ensuring a controlled transition and wind-down for assets that are sold including pro ration calculations, record sale and profit/distributions to investors thru waterfall structure. • Prepare work papers and provide support for Annual Tax Returns and Annual Audits where applicable • Support operational implementation of procedures and compliance with policy and process changes (such as employee benefits, software, etc.) • Record general and limited partners’ equity contributions and distributions related to investments in JVs • Prepare monthly capital calls or distributions to each of the JV partners, including tracking of promote income and waterfall structures, as required Show less • Maintain general ledger and financial for all TLPM ownership entities • Coordinate and manage the month-end closing and financial reporting process • Perform financial reviews and resolution of issues/discrepancies • Audit and record all payroll, benefits, FSA/HSA insurance, fund 401k • Responsible for creating annual internal audits of properties and implementation follow up • Prepare and submit monthly loan/investor compliance reporting for properties where… Show more • Maintain general ledger and financial for all TLPM ownership entities • Coordinate and manage the month-end closing and financial reporting process • Perform financial reviews and resolution of issues/discrepancies • Audit and record all payroll, benefits, FSA/HSA insurance, fund 401k • Responsible for creating annual internal audits of properties and implementation follow up • Prepare and submit monthly loan/investor compliance reporting for properties where applicable • Responsible for all aspects of the accounting system in Yardi including mapping financials statements and chart of account maintenance and coding • Record and maintain Investor funding through Holdco, JV and property level for new assets acquired • Prepare work papers for acquired assets including calculating pro rations and preparing initial acquisition journal entries • Responsible for ensuring a controlled transition and wind-down for assets that are sold including pro ration calculations, record sale and profit/distributions to investors thru waterfall structure. • Prepare work papers and provide support for Annual Tax Returns and Annual Audits where applicable • Support operational implementation of procedures and compliance with policy and process changes (such as employee benefits, software, etc.) • Record general and limited partners’ equity contributions and distributions related to investments in JVs • Prepare monthly capital calls or distributions to each of the JV partners, including tracking of promote income and waterfall structures, as required Show less



Compass Real Estate

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Controller

  • Oct 2017 - Dec 2017



Transwestern

• United States
• Real Estate
• 700 & Above Employee

• VP, Senior Regional Controller

  • Dec 2009 - Aug 2017

  • Prepare monthly Financial Statements. • Prepare Regional Budgets and assist in the preparation of the Annual Business Plan which includes a 3 year financial model. Tracked and reported on metrics of implementation as well as assisting with strategy development. • Prepare Quarterly Financial Reforecast. • Prepare monthly budget variance analysis for revenue, accruals, write-offs and other financial activity with the Corporate Accounting Team. • Audit and approve producer's… Show more • Prepare monthly Financial Statements. • Prepare Regional Budgets and assist in the preparation of the Annual Business Plan which includes a 3 year financial model. Tracked and reported on metrics of implementation as well as assisting with strategy development. • Prepare Quarterly Financial Reforecast. • Prepare monthly budget variance analysis for revenue, accruals, write-offs and other financial activity with the Corporate Accounting Team. • Audit and approve producer's commission recaps. Work with corporate on billing and collections. • Team member for accounting transition from various accounting software to WorkDay and xRM. • Oversee the Local Human Resource duties in coordination with and under the direction of the Corporate HR/Payroll Department. • Review salary additions/allocations, producer draw balances and calculate referral fees. • Coordinate SE employees’ annual reviews and update all increases and bonuses in the Compensation software. • Oversaw relocation of offices and tracked tenant improvement build-out allowance, selected FFE, coordinated IT, researched and targeted rates for financing. • Assist the Regional President in developing financial terms and drafting of broker IC/employee agreements for newly recruited brokers, created financial models to determine profitability of various broker compensation plans. • Provide support and training to property managers, agents/brokers and administrative staff as needed, which may include interfacing with clients or client-prospects. • Review all Southeast Region expense reports, ensuring employee compliance. • Oversee office management/administration, approve all vendor invoices, IT purchases and leases for the Southeast Region. Show less • Prepare monthly Financial Statements. • Prepare Regional Budgets and assist in the preparation of the Annual Business Plan which includes a 3 year financial model. Tracked and reported on metrics of implementation as well as assisting with strategy development. • Prepare Quarterly Financial Reforecast. • Prepare monthly budget variance analysis for revenue, accruals, write-offs and other financial activity with the Corporate Accounting Team. • Audit and approve producer's… Show more • Prepare monthly Financial Statements. • Prepare Regional Budgets and assist in the preparation of the Annual Business Plan which includes a 3 year financial model. Tracked and reported on metrics of implementation as well as assisting with strategy development. • Prepare Quarterly Financial Reforecast. • Prepare monthly budget variance analysis for revenue, accruals, write-offs and other financial activity with the Corporate Accounting Team. • Audit and approve producer's commission recaps. Work with corporate on billing and collections. • Team member for accounting transition from various accounting software to WorkDay and xRM. • Oversee the Local Human Resource duties in coordination with and under the direction of the Corporate HR/Payroll Department. • Review salary additions/allocations, producer draw balances and calculate referral fees. • Coordinate SE employees’ annual reviews and update all increases and bonuses in the Compensation software. • Oversaw relocation of offices and tracked tenant improvement build-out allowance, selected FFE, coordinated IT, researched and targeted rates for financing. • Assist the Regional President in developing financial terms and drafting of broker IC/employee agreements for newly recruited brokers, created financial models to determine profitability of various broker compensation plans. • Provide support and training to property managers, agents/brokers and administrative staff as needed, which may include interfacing with clients or client-prospects. • Review all Southeast Region expense reports, ensuring employee compliance. • Oversee office management/administration, approve all vendor invoices, IT purchases and leases for the Southeast Region. Show less



IDI

• Greater Atlanta Area

• Accounting Manager

  • Oct 2000 - Dec 2009

  • Managed accounting functions for over 35 million square feet of industrial properties for IDISG. Accountabilities extended to financial statements, budgets, quarterly reforecasting, revenue and overhead analysis and variance reporting. • Managed accounting functions for large third party client totaling over 18 million square feet. Reviewed monthly financials, bank reconciliations, annual Operating Expense reconciliations, annual budgets, property sale/purchase entries, assured property's… Show more • Managed accounting functions for over 35 million square feet of industrial properties for IDISG. Accountabilities extended to financial statements, budgets, quarterly reforecasting, revenue and overhead analysis and variance reporting. • Managed accounting functions for large third party client totaling over 18 million square feet. Reviewed monthly financials, bank reconciliations, annual Operating Expense reconciliations, annual budgets, property sale/purchase entries, assured property's financials were SOX compliant, approved client distributions and debt payments. • Supervised accounting staff of seven. • Strategized and helped create the Business Continuity Disaster Recovery Plan after 9/11. • Helped create and sustain third party client's Sarbanes Oxley policies and procedures. Show less • Managed accounting functions for over 35 million square feet of industrial properties for IDISG. Accountabilities extended to financial statements, budgets, quarterly reforecasting, revenue and overhead analysis and variance reporting. • Managed accounting functions for large third party client totaling over 18 million square feet. Reviewed monthly financials, bank reconciliations, annual Operating Expense reconciliations, annual budgets, property sale/purchase entries, assured property's… Show more • Managed accounting functions for over 35 million square feet of industrial properties for IDISG. Accountabilities extended to financial statements, budgets, quarterly reforecasting, revenue and overhead analysis and variance reporting. • Managed accounting functions for large third party client totaling over 18 million square feet. Reviewed monthly financials, bank reconciliations, annual Operating Expense reconciliations, annual budgets, property sale/purchase entries, assured property's financials were SOX compliant, approved client distributions and debt payments. • Supervised accounting staff of seven. • Strategized and helped create the Business Continuity Disaster Recovery Plan after 9/11. • Helped create and sustain third party client's Sarbanes Oxley policies and procedures. Show less



Insignia

• Greenville, SC

• Accounting Manager

  • Aug 1992 - Mar 1999